Report Summary
Printed Report Title: Chart of Accounts
Simple list of the full chart of accounts.
A downloadable PDF can be found here:
Chart of Accounts List Limited
Default Location In Orchestrated
Base Module: Orchestrated Reports → Financial Reports
Typically Used by
Owners and Comptrollers to get a list of the chart of accounts to give to auditors, personnel, stakeholders or to get a quick current account balance view.
Key Requirements
No specific requirements are needed to run this report.
Tips
- Select "Hide Inactive Accounts" or "Hide Accounts with $0 Balance" to shorten the report
Parameter Entry Options
Required:
- Show Current Totals
- Show Account Codes
- Enter DisplayLevel; (1 - 4)
Optional:
- Hide Inactive Accounts
- Hide Confidential Accounts
- Hide Accounts with $0 Balance
Parameter Entry Image
The correct pathway is Financials > Financial Reports > Orchestrated Reports > Chart of Accounts List.